Topic of AI Bubble started to surface already last year and comes back in (ever increasing) frequent hops. Studies like infamous MIT study of 95% AI Failing are loading the discussion even further. So we settled down with David for discussion on where the truth might be on this Bubble issue.
To avoid being just shallow, we decomposed the total Revenue (and Profit) profiles of companies and discussed in deep detail the development around AI companies' User Bases, Intensity of Use and Frontier Labs' Pricing power.
The development in the very topic is so dynamic that next events my render these kind of talks soon irrelevant. Therefore, we invite you watch through quickly :) and to extract the measuring logic rather than just one snapshot conclusion. Enjoy!
Chapters:
01:40 Do We Have, AI Bubble Or Just Mind Games ?
04:10 M7 Taking Lion Share of Stock Market
06:25 It's Complicated, Because
08:40 AI Is Surely Getting To Big For Traditional Investors
10:10 Most Investors Are Locked Out Of Investment In AI
12:34 Reading The Recent Quarterly Results, We See ...
15:40 Profits, Not Reported, But Once Can Assume
19:54 When The Tide Goes Down, It Is Clear Whole Had Swimsuit And Who Didn't
21:02 Introducing 3 Factors: User Base + Intensity + Pricing
25:22 Positive And Negative Factors Of User Base Dynamics
28:07 Intensity of Use Is Tricky to Estimate
31:40 Wow Effects Try To Push Usage, But Stumbling On This
35:03 Free Tier Is Still Bloating Impression Of Demand
38:04 Quite Bluntly : AI Is Still Too Cheap
41:00 30USD+ Would Be Psychological Limit For Me
44:04 Bring Your Own AI To Work Might Play A Role Here
47:51 After Here All The Facts David Changes His Opinion
